Ian Swanepoel
AFP®, BComm, PDFP, DipFP, Cert. IV FMB, DipFMBM
Financial Adviser Authorised Representative
ARN: 472362
Fiducian Financial Services Traralgon
Victoria
Phone
03 5176 0618
Address
Suite 3, 82 Argyle Street, Traralgon VIC 3844
About Fiducian Financial Services
As a qualified Financial Planner and Representative of Fiducian Financial Services, I am committed and eager to provide you with the highest level of service in a professional manner.
For an initial complimentary consultation with Ian Swanepoel, Financial Adviser Traralgon, please click on “Make An Appointment” above, or contact us directly.
Our Services
Ian is a Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility